Financial Analysis Mastery Program
Master fundamental analysis techniques through hands-on learning with industry professionals. Build practical skills that translate directly to real market scenarios.
View 2025 Course ScheduleLearn Alongside Peers
Our program brings together finance professionals, career changers, and recent graduates who share your passion for fundamental analysis. You'll work through complex case studies in small groups, debate investment strategies, and learn from each other's unique perspectives.
The collaborative environment mirrors real trading floors and investment committees. Students often form lasting professional networks that extend well beyond graduation.
- Small cohorts of 15-20 students maximum
- Weekly peer review sessions on market analysis
- Group projects using real company data
- Cross-industry networking opportunities
- Alumni mentorship connections
Complete Curriculum Overview
Financial Statement Analysis
Deep dive into balance sheets, income statements, and cash flow analysis. Learn to spot red flags and identify undervalued opportunities through ratio analysis and trend identification.
8 weeks intensiveValuation Methodologies
Master DCF modeling, comparable company analysis, and precedent transactions. Build sophisticated Excel models that professional analysts use daily in their work.
6 weeks hands-onIndustry Analysis Framework
Understand sector-specific metrics and competitive dynamics. From tech growth stories to value plays in industrials – learn how context shapes investment decisions.
4 weeks sectoral focusRisk Assessment
Quantify business risks, regulatory challenges, and market volatility. Develop frameworks for stress testing your investment thesis against adverse scenarios.
5 weeks practical applicationLearn from Active Practitioners
Our instructors aren't just teachers – they're working professionals who bring current market insights and real-world experience to every lesson.
Marcus Chen
Senior Equity Analyst
15 years covering Canadian energy and materials sectors. Marcus has published over 200 research reports and maintains buy-side relationships across North America.
Dr. Patricia Romano
Portfolio Manager
Former hedge fund manager turned educator. Patricia specializes in value investing strategies and has managed over billion in institutional assets during her career.
David Kim
Investment Banking VP
Currently with a major Canadian bank's M&A team. David brings deal experience from 50+ transactions and teaches our valuation modeling workshops.
Robert Martinez
Credit Risk Director
Two decades in fixed income analysis and corporate credit. Robert leads our risk assessment modules and brings perspectives from both bull and bear market cycles.
Diverse Career Paths
Our graduates work across the entire financial services spectrum. They've leveraged their fundamental analysis skills in roles spanning traditional asset management to fintech startups.
Started in credit analysis, now covers small-cap equity research for the bank's investment division.
Uses valuation skills to evaluate acquisition targets and partnership opportunities for a growing SaaS company.
Applies fundamental analysis to assess investment portfolio risks for a major Canadian life insurer.